- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. ... with founders, investors, and multi‑generational families to deliver tailored wealth strategies, portfolio management, and family office services. You'll join… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. ... offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. You'll join… more
- JPMorgan Chase (Boca Raton, FL)
- …world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and ... where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join...to a team that values strong relationships and exceptional client service will directly impact our clients'… more
- JPMorgan Chase (Austin, TX)
- …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... offers US based clients and their advisors the personalized service of a dedicated wealth management business...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
- Wells Fargo (Hagerstown, MD)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... and prepare for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 11 **The Role:** Senior Associate, Client Coverage Asset Management **The Team:** The North American ... usage in your territory + Provide focused and excellent service to existing products/billing/ client queries within assigned...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Robert Half Finance & Accounting (CA)
- … management firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across ... and performance data (no data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience navigating complex … more
- Bank of America (Scranton, PA)
- Senior Analyst - Business Technology Analysis (Trade Client Servicing) - Scranton, PA Scranton, Pennsylvania **To proceed with your application, you must be at ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Scranton/ Senior -Analyst Business-Technology-Analysis--Trade- Client -Servicing Scranton--PA\_25039482) **Job Description:** At Bank… more
- Charles Schwab (Phoenix, AZ)
- …work on site in the specified locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies ... & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing...team sphere. **What you are good at:** As a Senior Financial Planner with Schwab Wealth Advisory,… more
- First Horizon Bank (Raleigh, NC)
- …+ High school diploma or GED and 3 - 5 years experience in a Client Specialist position + 5+ years customer service experience in the banking industry ... deposits, and other bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client 's withdrawals on lines… more